All Agreement Express users are assigned one of three roles:

User: Anyone sent a contract that is not in the system is automatically added as a user. This role can only sign documents. They are not able to log into the agreement manager.
Publisher: Publishers can publish documents but are limited to only being able to view documents they've published or signed themselves. (A security role can be assigned to give them the ability to see all agreements.)
Company Administrator: This role allows you to see all agreements in the company and can add/edit/delete users and department groups.

To view users in your company, go to the Manage Users slider on the left-hand side and click the search button. From the new tab you will be able to see all users within your company. Users with a lock beside their name can unlock secure fields and users with a green shirt person have registered while blue shirt people have not. You will also see a security profile column. Security profiles allow users to be given more personalized access than what their role provides.

Adding Users

To add a user, click the person with a plus sign at the bottom of the screen. A new window prompts you to enter in the new user’s name and email address. Check the boxes beside the role you wish to assign the new user. (You must check the boxes for all lower roles as well to insure that the user has all necessary permissions.)

After clicking the submit button, a welcome document is automatically sent to the user to allow them to register. Once they have registered, they will be able to login to Agreement Express.

Editing Users

When editing users, changes to a user’s role are immediate while any changes to a user’s name will only affect documents signed after the change. For instance, if you change a user's last name, any documents signed before the change will still show their old last name but if they sign a new document, they will see the change. 

From the Edit User Panel you can also reset a client's password. When you click on the Reset Password button, a randomly-generated password will be created and emailed to the user along with a link to set their own password.

Deleting Users

To delete a user, you select them from the list and click the person with a red sign. When deleting users you will be prompted with a confirmation window before the user is deleted from Agreement Express.

For information on adding users to departments, click here.